Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214B
AUM Growth
+$25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1 +$1.54B
2 +$1.46B
3 +$957M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$931M
5
WMT icon
Walmart
WMT
+$877M

Top Sells

1 +$1.81B
2 +$1.22B
3 +$1.08B
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$979M
5
AMAT icon
Applied Materials
AMAT
+$363M

Sector Composition

1 Technology 28.72%
2 Financials 12.27%
3 Healthcare 10.07%
4 Consumer Discretionary 9.98%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$410M 0.19%
2,692,715
-66,636
102
$405M 0.19%
6,924,463
+2,810,940
103
$368M 0.17%
9,896,653
+252,589
104
$365M 0.17%
696,407
-29,372
105
$339M 0.16%
53,780,755
-3,773,984
106
$323M 0.15%
2,560,917
-73,898
107
$322M 0.15%
1,631,775
+41,914
108
$314M 0.15%
7,314,804
+2,544,114
109
$305M 0.14%
3,035,973
-511,762
110
$300M 0.14%
4,905,415
-67,318
111
$295M 0.14%
6,515,538
+22,819
112
$291M 0.14%
1,640,325
-6,890
113
$290M 0.14%
3,548,636
-75,406
114
$279M 0.13%
1,647,919
-39,716
115
$275M 0.13%
4,010,354
+24,555
116
$269M 0.13%
3,711,445
-42,312
117
$247M 0.12%
13,765,428
-1,533,877
118
$240M 0.11%
3,535,859
-85,180
119
$240M 0.11%
158,441
-5,575
120
$239M 0.11%
5,676,289
-204,835
121
$239M 0.11%
4,756,494
+148,348
122
$236M 0.11%
483,613
+28,493
123
$234M 0.11%
919,191
+77,980
124
$229M 0.11%
15,029,495
-1,696,818
125
$224M 0.1%
3,330,505
-129,115